Marketing & Growth

How to send a weekly marketing report as Professional Services Founders

Marketing & GrowthFor Professional Services Founders3 apps11 steps~22 min to set up

Every Friday afternoon, someone on your team — usually your most senior person — spends two to three hours pulling last week's numbers together. HubSpot for pipeline movement. Gmail threads for client status updates. Stripe for what actually invoiced. Google Analytics or PostHog for any web or product metrics you're tracking. They paste it into a Google Doc or a slide deck, format it, and blast it to the partners or the client list. Then Monday comes and half of it is already stale. You're a 12-person shop. You cannot afford to burn a senior consultant's Friday on copy-paste work that a computer should do.

Build this on Starch → See the apps used

Marketing & GrowthFor Professional Services Founders3 apps11 steps~22 min to set up

Outcome

What you'll set up

An automated weekly marketing report that pulls HubSpot pipeline data, Gmail engagement signals, and web/conversion metrics from PostHog into a single narrative — delivered every Monday morning before standup

A Growth Analyst dashboard that tracks signup trends, top referral sources, and conversion rate changes by channel so you stop guessing which marketing activity is actually moving the needle

A report template you can customize per client or per campaign — describe the format once, and Starch rebuilds it every week against live data

The Starch recipe

Apps, data, and prompts

The combination of Starch apps, the data sources they pull from, and the prompts you use to drive them.

Apps used

Growth Analyst CRM Email Agent

Data sources & config

Starch syncs your HubSpot contacts, companies, and deals on a schedule, and syncs your Gmail messages on a schedule. The Growth Analyst connects to PostHog from Starch's integration catalog and queries it live when the weekly digest runs. Google Analytics 4 can also be connected from Starch's integration catalog for web traffic data. Stripe is synced on a schedule if you want invoiced revenue included in the report.

Prompts to copy

Every Monday at 7am, pull last week's PostHog data — signups, top referrers, conversion rate by channel — and email me a three-paragraph summary with the three things that changed most and one suggestion for what to test this week.

Connect my HubSpot deals and Gmail. Every week, show me which deals moved stages, which clients haven't had an email touch in more than 10 days, and flag any open proposals that are more than 14 days old without a reply.

Draft a weekly marketing recap email to my partners that includes: new leads this week, top traffic source, any proposals sent, and current pipeline value by stage. Pull from HubSpot and PostHog. Keep it under 200 words.

Run these in Starch → or paste them into your favorite agent

Walkthrough

Step-by-step

1 Connect HubSpot — Starch syncs your contacts, companies, deals, and deal owners on a schedule. This is the source of truth for pipeline movement in your weekly report.

2 Connect Gmail — Starch syncs your messages on a schedule so the report can surface which client threads have gone cold and which proposals are waiting on a reply.

3 Connect PostHog from Starch's integration catalog — the Growth Analyst queries it live each time the weekly digest runs, pulling signups, top referrers, and conversion rates for the past seven days.

4 Optionally connect Stripe — Starch syncs charges, invoices, and payouts so the report can include a line on what actually invoiced this week versus pipeline.

5 Install the Growth Analyst starter app from the App Store — it gives you a pre-built weekly digest structure you can customize. Fork it and add your HubSpot deal summary and Gmail follow-up flags on top.

6 Describe your report format to Starch in plain language: which sections you want, in what order, and who it goes to. The agent assembles the automation and the email template from that description.

7 Set the automation to run every Monday at 7am. Starch pulls fresh data from each connected source, writes the narrative, and sends the email before your team is at their desks.

8 Add a HubSpot deals section to the report: deals that moved stages last week, deals with no activity in 10+ days, and total pipeline value by stage. Describe this in plain language and Starch adds it to the automation.

9 Add a Gmail follow-up section: open client threads with no reply in 7+ days, proposals sent last week, and any emails flagged for follow-up. The Email Agent triages these and surfaces the ones that need action.

10 Review the first three automated reports and tweak the format — tell Starch what to add, remove, or reorder. No rebuilding from scratch; just describe the change.

11 Once the weekly internal report is stable, fork it to create a client-facing version — same data sources, different framing. Describe what each client cares about and Starch builds a variant for each account.

See this running on Starch

Connect your tools, describe what you want, and the agent builds it. Closed beta is free.

Try it on Starch →

Worked example

Week of April 14, 2026 — consultancy weekly marketing report

Sample numbers from a real run

New inbound leads (PostHog + HubSpot)	7
Pipeline added this week (HubSpot deals)	42,000
Open proposals past 14 days with no reply (Gmail)	3
Top referral source: LinkedIn organic (PostHog)	31
Invoiced this week (Stripe)	18,500
Client threads cold 10+ days (Gmail)	4

Monday at 7:02am, the report lands in your inbox. Seven new inbound leads came in last week — four from LinkedIn organic, two from a guest post that ran Thursday, one from a referral. PostHog shows a 12% week-over-week lift in contact-form conversions, with LinkedIn as the top channel. HubSpot shows $42,000 in new pipeline added across three deals, but three proposals sent more than 14 days ago have had no reply — the Growth Analyst flags those by name so you can follow up before the week gets away from you. Stripe shows $18,500 invoiced, in line with plan. Four client Gmail threads haven't had a touch in 10 or more days; two of those are active retainer accounts. You forward the cold-thread list to your account lead with a one-line note. The whole thing took you four minutes instead of the two hours it used to take your senior consultant every Friday afternoon.

Measurement

How you'll know it's working

New inbound leads per week by source channel

Pipeline value added by stage (HubSpot deals)

Open proposals age — number past 14 days with no client reply

Invoiced revenue this week vs. prior week (Stripe)

Client thread recency — accounts with no email touch in 10+ days

Comparison

What this replaces

The other ways teams handle this today, and how the Starch version compares.

Manual Google Doc / Slides + HubSpot + PostHog + Stripe tabs

This is what most 12-person consultancies are doing today — it works but burns 2-3 hours of a senior person's Friday every single week, and the report is stale by Monday morning.

HubSpot reporting (built-in)

HubSpot's native reports cover pipeline well but don't pull in PostHog, Stripe, or Gmail thread recency — you still have to stitch the cross-source narrative yourself.

Databox or Klipfolio

Good for live dashboards, but you still have to log in to read them — Starch writes the narrative and delivers it to your inbox so you don't need another tool to check.

Notion AI + Zapier automations

Flexible but requires significant setup time to wire each data source, and you're maintaining the automation logic yourself every time a source changes.

On Starch RECOMMENDED

One platform — growth analyst, crm, email agent all running on connected data. Setup in plain English; numbers stay current via scheduled syncs and live agent queries.

Try it on Starch →

FAQ

Frequently asked questions

We use Google Analytics 4, not PostHog. Can the report still pull web traffic data?

Yes. Google Analytics 4 is available from Starch's integration catalog and the agent queries it live when your automation runs. Describe your report the same way — just tell Starch to pull from Google Analytics instead of PostHog.

Can the report include utilization or billable hours if we track that in Harvest or Float?

Harvest and Float are reachable from Starch's integration catalog if they have a supported API connector, or Starch can automate them through your browser if needed. Describe what utilization metric you want in the report and Starch will tell you whether a direct connection exists or whether browser automation is the right path.

We want different report formats for different clients. Can Starch send a client-facing version automatically?

Yes. Fork the internal report automation, describe what each client cares about, and Starch builds a variant. You can have different sections, different framing, and different recipients on the same underlying data — describe it and it gets built.

Is our HubSpot and Gmail data stored in Starch?

HubSpot deals, contacts, and companies sync to Starch on a schedule so the agent can query them when your report runs. Gmail messages also sync on a schedule — up to 30 messages per page. Starch is not SOC 2 Type II certified today, so if your firm has strict data residency requirements you'll want to factor that in.

What if we want the report to include Stripe invoices but our billing isn't in Stripe — it's in QuickBooks?

Starch syncs QuickBooks on a schedule, including invoices, bills, payments, and vendors. Swap Stripe for QuickBooks in your report description and the automation pulls from there instead. Note: QuickBooks P&L report views are temporarily disabled pending a fix, but entity-level data like invoices and payments syncs normally.

How long does it take to set this up?

Connecting HubSpot, Gmail, and PostHog takes a few minutes each. The Growth Analyst starter app gives you a working weekly digest out of the box — from there, describing your customizations (pipeline section, cold-thread flag, Stripe revenue line) and having Starch build them on top typically takes under an hour for the first version.